RIDGECREST WEALTH PARTNERS, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$221.2B
Holdings
118
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SNPSSYNOPSYS INC | 495 | $244.2M | 0.11% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 707 | $244.0M | 0.11% | |
| 103 | VVISA INC | 712 | $243.1M | 0.11% | |
| 104 | CALIBLACKROCK ETF TRUST II | 4,750 | $240.7M | 0.11% | |
| 105 | MSIMOTOROLA SOLUTIONS INC | 524 | $239.5M | 0.11% | |
| 106 | TRVTRAVELERS COMPANIES INC | 849 | $237.1M | 0.11% | |
| 107 | UPSUNITED PARCEL SERVICE INC | 2,757 | $230.3M | 0.10% | |
| 108 | JEPQJ P MORGAN EXCHANGE TRADED F | 4,000 | $230.1M | 0.10% | |
| 109 | VXUSVANGUARD STAR FDS | 3,117 | $229.0M | 0.10% | |
| 110 | XLUSELECT SECTOR SPDR TR | 2,619 | $228.4M | 0.10% | |
| 111 | LULULULULEMON ATHLETICA INC | 1,200 | $213.5M | 0.10% | |
| 112 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,650 | $208.4M | 0.09% | |
| 113 | ELVELEVANCE HEALTH INC FORMERLY | 640 | $206.8M | 0.09% | |
| 114 | RSPINVESCO EXCHANGE TRADED FD T | 1,088 | $206.4M | 0.09% | |
| 115 | SOSOUTHERN CO | 2,165 | $205.2M | 0.09% | |
| 116 | FEPIETF OPPORTUNITIES TRUST | 4,350 | $203.8M | 0.09% | |
| 117 | NRDSNERDWALLET INC | 14,218 | $153.0M | 0.07% | |
| 118 | TSLSDIREXION SHS ETF TR | 23,985 | $129.0M | 0.06% |
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